Alibaba Group Holding Limited (BABA): A Bull Case Theory

We came across a bullish thesis on Alibaba Group Holding Limited (BABA) on Substack by BlackSwanInvestor. In this article, we will summarize the bulls’ thesis on BABA. Alibaba Group Holding Limited (BABA)’s share was trading at $85.12 as of Jan 17th. BABA’s trailing and forward P/E were 17.73 and 8.85 respectively according to Yahoo Finance.

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Alibaba Group, often dubbed the “Amazon of China,” has long been a dominant player in the e-commerce and technology...